System Requirements Document

Overview

This document outlines the requirements for managing incidents and reportable accidents within a system. It includes the ability to view incidents, convert them into claims, and manage various types of claims with detailed financial tracking.

Features

Incidents

• View and Convert Incidents:

  • Ability to open existing incidents and convert them into claim types.
  • Search for existing incidents by Incident Number, Description, Driver Name, Date, Location, Truck Number, Trailer Number, or Type of Incident.
  • Categorize incidents by selecting applicable checkboxes for Incident Type, Driver, Date, and Location.
  • Incident Types:
    • Liability
    • Physical Damage with Other Party
    • Physical Damage for Truck
    • Physical Damage for Trailer
    • Occupational Accidental Claims

• Incident Details:

  • Full Driver Name
  • Truck Number
  • Trailer Number
  • Date of Incident
  • Location (Address, City, State, Zip Code)
  • Time of the Incident (AM/PM)
  • Description of the Incident
  • Official Claim (Yes/No)
  • Assigned Operations Manager
  • Assigned Dispatcher
  • Assigned Claims Specialist
  • Other Party Involved (Yes/No)
  • Applicable Broker Information (Yes/No)
  • Notes
  • Status (Open, Closed without Official Claim)

• Document Uploads:
  • Driver Statement
  • Police Report
  • Video Footage
  • Photos from Other Party
  • Photos from Company Equipment
  • Witness Statement
  • Estimate
  • Towing Receipts
  • Downtime Invoice
  • Rental Invoice
  • BOL | POD
  • Freight Invoice
  • Internal Email Communications
  • Adjuster Email Communications
  • Broker Email Communications
  • Additional Documents (with renaming capability)

Accident Register – Reportable Accidents

• Reportable Accident Details:

  • Driver’s First Name
  • Driver’s Last Name
  • Accident Date
  • Accident Time
  • Accident Street Address
  • Accident City
  • Accident State
  • FMCSA Crash Report Number
  • Number of Deaths
  • Number of Non-Fatal Injuries
  • Towaways (Yes/No)
  • HM (Yes/No)

• Additional Information:

  • Citation (Yes/No)
  • Post-Accident Testing (Yes/No)
  • Police Report Upload

Claims Management

• Open New Claim:

  • Select Incident by Driver’s Name, Date, or Location.
  • Claim Type:
    • Liability
    • Physical Damage with Other Party
    • Physical Damage for Truck
    • Physical Damage for Trailer
  • Claim Status:
    • Open
    • Pending
    • Pending Lawsuit
    • Closed with Payment
    • Closed without Payment

• Claims Filtering:

  • Filter claims by Driver Name, Date, Location, Type of Claim, and Status.
  • Ability to select multiple status choices simultaneously.

• Claim Details:

  • Notify users of multiple claim types for a single incident.
  • Option to access all types of claims or a specific claim type.

• Document Management:

  • Legal Case Upload
  • Additional Document Uploads

Financial Details

• Basic Details:

  • Total Claim Paid Amount
  • Paid Claim Amount by Company
  • Paid Claim Amount by Insurance
  • Property Damage Paid Amount by Insurance
  • Injury Paid Amount by Insurance
  • Injury Paid Amount by Company
  • Fatality Paid Amount by Insurance
  • Fatality Paid Amount by Company
  • Payment Amount for Additional Supplements
  • Driver at Fault (Yes/No/Maybe)
  • Estimate Amount

• Additional Details:

  • Cleaning/Debris Fees
  • Towing Invoice Amount
  • Rental Invoice Amount
  • Downtime Amount
  • Hotel and Travel Fees

Analytics

• Dashboard with Analytics List:
  • Occupational Accidental Claims
  • Incident and Claim Filtering Options

Occupational Accidental Claims

• Written Statement:

  • Date and Time of Injury
  • Exact Location
  • Description of Incident
  • Injured Body Part(s)
  • Symptom Onset
  • Document Upload

• Photos/Videos:

  • Injury
  • Scene
  • Contributing Factors
  • Document Upload

• Medical Confirmation:

  • Clinic or Hospital Name
  • Work Restrictions
  • Document Upload

• Witness Information:

  • Names
  • Phone Numbers
  • Observations
  • Document Upload

Technical Requirements

• Document Uploads: Ability to upload and rename documents.
• Filtering and Searching: Ability to filter and search incidents and claims by various criteria.
• Print/Download: Capability to print or download claim details and legal documents.
• Editable Fields: Ability to edit all previously entered information.

Constraints

• The system must support multiple types of incidents and claims.
• The system should notify users of multiple claim types for a single incident.
• Users should be able to access and manage all types of claims related to an incident.

This document serves as a comprehensive guide for the development and management of the incident and claims system.